Billing
Guides on setting up billing rules, generating invoices, and managing claims.
- How to access and export financial analytics data
- How to archive and unarchive visits
- How to assign the case lead rendering provider to a client
- How to change the client's insurance
- How to check client eligibility in ABA Matrix
- How to complete the billing integration checklist
- How to enable or disable integrated billing for specific insurances
- How to manage place of service (POS) settings with integrated billing
- How to reconcile claims manually
- How to run a billing
- How to set up a new insurance